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JPMorgan Chase

4,677 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,910 increasing their positions, 2,091 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940909 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,677
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.9B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.22B
2 +$1.04B
3 +$667M
4
Holocene Advisors
Holocene Advisors
New York
+$620M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$462M

Top Sellers

1 -$2.12B
2 -$1.91B
3 -$1.04B
4
UBS AM
UBS AM
Illinois
-$1.03B
5
Citadel Advisors
Citadel Advisors
Florida
-$721M
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
4601
Financial Connections Group
California
$108K
DWA
4602
Delos Wealth Advisors
Texas
$102K
CMA
4603
Cedar Mountain Advisors
Oregon
$101K
NCM
4604
Northwest Capital Management
Oregon
$101K
HA
4605
Heartland Advisors
Wisconsin
$99.7K
RF
4606
Robbins Farley
New Hampshire
$99.4K
SFCL
4607
Strengthening Families & Communities LLC
Massachusetts
$99.2K
RWS
4608
Retirement Wealth Solutions
Wisconsin
$98.9K
ACM
4609
Anfield Capital Management
California
$98.4K
CFG
4610
Clayton Financial Group
Missouri
$96.2K
SA
4611
Seneschal Advisors
Washington
$95.1K
UIA
4612
Ulland Investment Advisors
Minnesota
$93K
RWA
4613
Redmont Wealth Advisors
Illinois
$92.9K
TVWM
4614
Tower View Wealth Management
Wisconsin
$88.4K
MIM
4615
Meridiem Investment Management
United Kingdom
$88.3K
CI
4616
Clal Insurance
Israel
$81K
APW
4617
Atlantic Private Wealth
North Carolina
$76.2K
PSFG
4618
Park Square Financial Group
Georgia
$74.8K
DRP
4619
Decker Retirement Planning
Utah
$74.4K
DCM
4620
Disciplina Capital Management
Tennessee
$74.1K
HFS
4621
Horizon Financial Services
North Carolina
$73.9K
SHM
4622
Sagard Holdings Management
Ontario, Canada
$70K
CAM
4623
Clarity Asset Management
Iowa
$68.7K
PCM
4624
Penserra Capital Management
California
$67K
TCM
4625
Tanaka Capital Management
New York
$65K